Oracle Corp
ORCL- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001341439
In the last 90 days, Oracle Corp insiders filed 0 open-market purchases and 3 sales; 3,537 institutions reported holding it in 13F filings for Q2 2026, worth $188.7B in total; 4 superinvestors hold it, including Harris Associates (Oakmark) and Weitz Investment Management.
Other share classesORCL.PD
13F holders, Q1 2023
Institutional positions in Oracle Corp as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,356
- +102 vs. Q4 2022
- Shares held
- 1.19B
- +49.4M (+4.3%) vs. Q4 2022
- Total value
- $107.5B
- +$13.9B (+14.9%) vs. Q4 2022
- New holders
- 192
- 842 more added
- Sold out
- 90
- 939 more reduced
50 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ORCL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,537 | $188.7B |
| Q1 2026 | 3,507 | $177.8B |
| Q4 2025 | 3,779 | $242.8B |
| Q3 2025 | 3,832 | $348.7B |
| Q2 2025 | 3,630 | $271.4B |
| Q1 2025 | 3,259 | $171.9B |
| Q4 2024 | 3,356 | $204.5B |
| Q3 2024 | 3,077 | $206.6B |
| Q2 2024 | 2,926 | $169.3B |
| Q1 2024 | 2,820 | $148.6B |
| Q4 2023 | 2,701 | $124.2B |
| Q3 2023 | 2,536 | $124.0B |
| Q2 2023 | 2,570 | $138.9B |
| Q1 2023 | 2,356 | $107.5B |
| Q4 2022 | 2,304 | $93.7B |
| Q3 2022 | 2,108 | $68.7B |
| Q2 2022 | 2,196 | $78.5B |
| Q1 2022 | 2,271 | $93.0B |
| Q4 2021 | 2,303 | $98.6B |
| Q3 2021 | 2,112 | $101.6B |
| Q2 2021 | 2,101 | $98.1B |
| Q1 2021 | 2,045 | $93.5B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Oracle Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| M Holdings Securities, Inc. | 12,427 | $1.16M | 0.12% | −223−1.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 12,483 | $1.16M | 0.02% | +9+0.1% | Added |
| PDS Planning, Inc | 12,434 | $1.16M | 0.16% | +3,858+45.0% | Added |
| Dumont & Blake Investment Advisors LLC | 12,444 | $1.16M | 0.39% | −40−0.3% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 12,536 | $1.16M | 0.58% | −424−3.3% | Reduced |
| Circle Wealth Management, LLC | 12,595 | $1.17M | 0.17% | −349−2.7% | Reduced |
| Perigon Wealth Management, LLC | 12,601 | $1.17M | 0.07% | +201+1.6% | Added |
| Marcum Wealth, LLC | 12,660 | $1.18M | 0.15% | −111−0.9% | Reduced |
| Maven Securities LTD | 12,693 | $1.18M | 0.19% | −22,926−64.4% | Reduced |
| Joel Isaacson & Co., LLC | 12,704 | $1.18M | 0.08% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 12,721 | $1.18M | 0.24% | −4,166−24.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 12,754 | $1.19M | 0.03% | +172+1.4% | Added |
| Harvest Fund Management Co., Ltd | 12,820 | $1.19M | 0.26% | −3,172−19.8% | Reduced |
| Auxano Advisors, LLC | 12,823 | $1.19M | 0.48% | −2,893−18.4% | Reduced |
| First National Bank Sioux Falls | 12,827 | $1.19M | 0.83% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 12,953 | $1.20M | 0.17% | +618+5.0% | Added |
| Level Four Advisory Services, LLC | 12,992 | $1.21M | 0.08% | −1,104−7.8% | Reduced |
| Cobblestone Capital Advisors LLC | 12,998 | $1.21M | 0.09% | −50−0.4% | Reduced |
| Equitable Trust Co | 12,999 | $1.21M | 0.10% | −720−5.2% | Reduced |
| Legacy Financial Advisors, Inc. | 13,013 | $1.21M | 0.25% | −1,001−7.1% | Reduced |
| Auxier Asset Management | 13,069 | $1.21M | 0.21% | +451+3.6% | Added |
| BDO Wealth Advisors, LLC | 13,098 | $1.22M | 0.15% | −1,042−7.4% | Reduced |
| IHT Wealth Management, LLC | 13,112 | $1.22M | 0.07% | −9,583−42.2% | Reduced |
| Timber Creek Capital Management LLC | 13,148 | $1.22M | 0.44% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 13,190 | $1.23M | 0.28% | +6,822+107.1% | Added |
| Spinnaker Trust | 13,224 | $1.23M | 0.09% | 00.0% | Unchanged |
| Tevis Investment Management | 13,265 | $1.23M | 1.25% | −3,611−21.4% | Reduced |
| AdvisorNet Financial, Inc | 13,278 | $1.23M | 0.11% | +83+0.6% | Added |
| United Asset Strategies, Inc. | 13,283 | $1.23M | 0.16% | 00.0% | Unchanged |
| Nwam LLC | 13,287 | $1.23M | 0.13% | −7,497−36.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 13,346 | $1.24M | 0.05% | +2,406+22.0% | Added |
| Stratos Wealth Advisors, LLC | 13,360 | $1.24M | 0.10% | −184−1.4% | Reduced |
| Avantax Planning Partners, Inc. | 13,419 | $1.25M | 0.05% | −252−1.8% | Reduced |
| Shorepoint Capital Partners LLC | 13,580 | $1.26M | 0.36% | −715−5.0% | Reduced |
| Bridge Creek Capital Management LLC | 13,600 | $1.26M | 0.47% | 00.0% | Unchanged |
| Smith, Moore & Co. | 13,622 | $1.27M | 0.17% | +402+3.0% | Added |
| Boston Financial Mangement LLC | 13,719 | $1.27M | 0.05% | +457+3.4% | Added |
| Curbstone Financial Management Corp | 13,750 | $1.28M | 0.31% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 13,754 | $1.28M | 0.41% | +75+0.5% | Added |
| Ervin Investment Management, LLC | 14,145 | $1.28M | 1.12% | −3,520−19.9% | Reduced |
| Sutton Wealth Advisors Inc. | 13,806 | $1.28M | 0.69% | −8,038−36.8% | Reduced |
| David Loasby | 13,379 | $1.28M | 0.15% | +4,540+51.4% | Added |
| Lumature Wealth Partners, LLC | 13,860 | $1.29M | 0.72% | −2,881−17.2% | Reduced |
| Northern Financial Advisors Inc | 13,978 | $1.30M | 1.22% | −782−5.3% | Reduced |
| Tempus Wealth Planning, LLC | 13,987 | $1.30M | 0.64% | +1,464+11.7% | Added |
| Notis-McConarty Edward | 14,100 | $1.31M | 0.52% | −950−6.3% | Reduced |
| Vise Technologies, Inc. | 14,148 | $1.31M | 0.35% | +4,535+47.2% | Added |
| Roberts Wealth Advisors, LLC | 14,021 | $1.32M | 0.60% | +140+1.0% | Added |
| Icon Wealth Partners, LLC | 14,192 | $1.32M | 0.14% | +14,192 | New |
| Barrier Capital Management, LLC | 14,200 | $1.32M | 1.56% | +14,200 | New |
| Wealth Enhancement Advisory Services, LLC | 14,210 | $1.32M | 0.02% | +14,210 | New |
| Koshinski Asset Management, Inc. | 14,266 | $1.33M | 0.13% | +671+4.9% | Added |
| Salem Investment Counselors Inc | 14,297 | $1.33M | 0.05% | +123+0.9% | Added |
| Claro Advisors LLC | 14,324 | $1.33M | 0.39% | +1,232+9.4% | Added |
| Cito Capital Group, LLC | 14,325 | $1.33M | 0.66% | +500+3.6% | Added |
| Allred Capital Management, LLC | 14,325 | $1.33M | 0.71% | −171−1.2% | Reduced |
| Centaurus Financial, Inc. | 14,331 | $1.33M | 0.11% | +2,135+17.5% | Added |
| Decatur Capital Management, Inc. | 14,341 | $1.33M | 1.00% | −18,413−56.2% | Reduced |
| CX Institutional | 14,244 | $1.33M | 0.07% | −36,938−72.2% | Reduced |
| Caldwell Trust Co | 14,424 | $1.34M | 0.19% | −94−0.6% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 14,504 | $1.35M | 0.21% | −45−0.3% | Reduced |
| Sargent Investment Group, LLC | 14,365 | $1.35M | 0.36% | +85+0.6% | Added |
| TD Private Client Wealth LLC | 14,680 | $1.36M | 0.06% | +4,013+37.6% | Added |
| Advance Capital Management, Inc. | 14,748 | $1.37M | 0.24% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 14,788 | $1.37M | 0.18% | +1,271+9.4% | Added |
| Roundview Capital LLC | 14,839 | $1.38M | 0.14% | +226+1.5% | Added |
| Abundance Wealth Counselors | 14,840 | $1.38M | 0.35% | −4,914−24.9% | Reduced |
| Qtron Investments LLC | 14,850 | $1.38M | 0.28% | −2,487−14.3% | Reduced |
| Westside Investment Management, Inc. | 14,856 | $1.38M | 0.41% | −1,214−7.6% | Reduced |
| AIA Group Ltd | 14,860 | $1.38M | 0.07% | −2,185−12.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 14,863 | $1.38M | 0.52% | 00.0% | Unchanged |
| First Interstate Bank | 14,866 | $1.38M | 0.11% | −1,353−8.3% | Reduced |
| Ifrah Financial Services, Inc. | 14,921 | $1.39M | 0.44% | −359−2.3% | Reduced |
| Prospera Financial Services Inc | 14,932 | $1.39M | 0.06% | −83−0.6% | Reduced |
| Conning Inc. | 14,947 | $1.39M | 0.05% | −333−2.2% | Reduced |
| SRN Advisors, LLC | 15,384 | $1.39M | 1.28% | +856+5.9% | Added |
| Bedel Financial Consulting, Inc. | 14,989 | $1.39M | 0.34% | −50−0.3% | Reduced |
| Lowell Blake & Associates Inc. | 15,000 | $1.39M | 0.43% | 00.0% | Unchanged |
| Close Asset Management Ltd | 15,043 | $1.40M | 0.07% | −1,485−9.0% | Reduced |
| Convergence Investment Partners, LLC | 15,048 | $1.40M | 0.82% | +153+1.0% | Added |
| Roman Butler Fullerton & Co | 14,863 | $1.40M | 0.70% | −421−2.8% | Reduced |
| PBMares Wealth Management LLC | 15,071 | $1.40M | 0.52% | 00.0% | Unchanged |
| Wedmont Private Capital | 14,956 | $1.40M | 0.19% | +507+3.5% | Added |
| Leo H. Evart, Inc. | 15,109 | $1.40M | 2.05% | +10.0% | Added |
| Ibex Wealth Advisors | 15,157 | $1.41M | 0.37% | +15,157 | New |
| Roberts Glore & Co Inc | 15,183 | $1.41M | 0.47% | −455−2.9% | Reduced |
| Accredited Investors Inc. | 15,239 | $1.42M | 0.11% | −1,107−6.8% | Reduced |
| Midwest Professional Planners, LTD. | 15,270 | $1.42M | 0.69% | +504+3.4% | Added |
| L.M. Kohn & Company | 15,368 | $1.43M | 0.59% | +10.0% | Added |
| Trust Co | 15,508 | $1.44M | 0.22% | −667−4.1% | Reduced |
| Private Wealth Partners, LLC | 15,569 | $1.45M | 0.14% | −2,550−14.1% | Reduced |
| Capital Planning LLC | 15,602 | $1.45M | 0.60% | 00.0% | Unchanged |
| Breakwater Capital Group | 15,636 | $1.45M | 0.61% | +2,080+15.3% | Added |
| Altman Advisors, Inc. | 18,065 | $1.46M | 1.33% | +344+1.9% | Added |
| St. Johns Investment Management Company, LLC | 15,697 | $1.46M | 0.85% | −463−2.9% | Reduced |
| Monticello Wealth Management, LLC | 16,182 | $1.46M | 0.16% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 15,756 | $1.46M | 0.06% | 00.0% | Unchanged |
| Linker Capital Management Inc. | 15,875 | $1.48M | 1.62% | −100−0.6% | Reduced |
| Chesapeake Wealth Management | 15,901 | $1.48M | 0.62% | 00.0% | Unchanged |
| Cypress Capital Group | 15,912 | $1.48M | 0.23% | −555−3.4% | Reduced |